Donald G. Smith – Donald Smith & Co. Sector Allocation & Investment Breakdown (Jun 30, 2025)

As of Jun 30, 2025, the Donald Smith & Co. portfolio managed by Donald G. Smith was diversified across 9 sectors, according to the most recent SEC 13F filing dated Aug 13, 2025. This allocation breakdown highlights where the portfolio is most concentrated and how capital is distributed across industries.

The Financial Services sector represents the largest share at 24.1% of total portfolio value, followed by Basic Materials and ETF and Consumer Cyclical. Together, the top three sectors account for 69.6% of the portfolio, reflecting Donald G. Smith's emphasis on strategic positioning. This sector allocation provides insights into the fund's investment strategy and risk exposure.